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Podcast: For Advisors By Advisors
Episode: For Advisor By Advisors - Interview with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting - Why a Custom CRM System is Better and Needed When Switching CRM Systems?
Description: In this episode, we talk with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting. Ā We went over the different CRM systems out there and what makes a custom CRM solution better for most firms.Ā We also talked about transferring from using one CRM to another CRM system and why it is important for them to be customized per usage.Ā I hope you enjoy it!Did this podcast get you to take action in some way? Iād love your thoughts and feedback on this podcast. Ā Iām always looking to connect with lik...